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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC6 years Filed as: ASCENSUS, LLC Service code 49 · EIN 82-3719843 | Other Services | $270,963 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $151,541 |
NWK GROUP, INC.9+ years Filed as: NWK GROUP Service code 27 · EIN 20-2154904 | Advisory (Plan) | $50,000 |
GEMMER ASSET MANAGEMENT2 years Filed as: GEMMER ASSEST MANAGEMENT LLC Service code 16 · EIN 94-3317854 | Consulting | $16,133 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$310,660 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $661,921 | $50,127+1220.5% | $149,673+342.2% | $80,160+725.8% |
| Participation rate | 97.7% | 64.3%+33.4pp | 78.8%+19.0pp | 72.9%+24.8pp |
| Annual return | 19.40% | 29.82%-10.4pp | 134.42%-115.0pp | 40.38%-21.0pp |
| Employer contribution / active EE | $30,954 | $1,865+1560.1% | $4,818+542.5% | $2,978+939.5% |
| Participant deferral / active EE | $20,977 | $3,194+556.8% | $5,680+269.3% | $5,017+318.1% |
| Admin fee / account holder | $266 | $153+74.3% | $13,210-98.0% | $145+83.6% |